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Laurel Wealth Advisors (California)’s VanEck Preferred Securities ex Financials ETF PFXF Stock Holding History

Laurel Wealth Advisors (California)’s Portfolio PFXF Stock Details PFXF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-29,239
Closed -$640K – 786
2021
Q4 		$640K Buy
+29,239
New +$629K 0.05% 370

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Morgan Stanley
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RRWA
Rainey & Randall Wealth Advisors Celebration, Florida $616M AUM 14.82% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Laurel Wealth Advisors (California)'s PFXF Position: Q1 2022 in Review

Laurel Wealth Advisors (California) sold out of VanEck Preferred Securities ex Financials ETF (PFXF) in Q1 2022, closing a stake of 29,239 shares — an estimated $640K sold.

Laurel Wealth Advisors (California) first reported a position in PFXF in Q4 2021 and held it in 1 quarter. The position peaked at $640K in Q4 2021. 141 funds tracked by Wall St. Rank hold PFXF as of Q1 2022.

  • Laurel Wealth Advisors (California) reported no remaining VanEck Preferred Securities ex Financials ETF position as of Q1 2022 after selling out during the quarter.
  • Laurel Wealth Advisors (California) sold 29,239 VanEck Preferred Securities ex Financials ETF shares in Q1 2022, an estimated $640K.
  • Laurel Wealth Advisors (California) first reported a position in VanEck Preferred Securities ex Financials ETF in Q4 2021 and held it in 1 quarter.
  • Laurel Wealth Advisors (California)'s VanEck Preferred Securities ex Financials ETF position peaked at $640K in Q4 2021.
  • 141 funds tracked by Wall St. Rank held VanEck Preferred Securities ex Financials ETF as of Q1 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q1 2022, filed 13 May 2022.